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Nikulski Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Nikulski Financial’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,213
Closed -$793K – 138
2024
Q4 		$793K Sell
11,213
-2,984
-21% -$220K 0.23% 79
2024
Q3 		$1.09M Sell
14,197
-3,630
-20% -$268K 0.33% 71
2024
Q2 		$1.24M Sell
17,827
-2,569
-13% -$180K 0.39% 64
2024
Q1 		$1.45M Sell
20,396
-3,742
-16% -$260K 0.48% 60
2023
Q4 		$1.67M Sell
24,138
-1,017
-4% -$67.4K 0.61% 42
2023
Q3 		$1.64M Sell
25,155
-2,862
-10% -$192K 0.68% 43
2023
Q2 		$1.89M Sell
28,017
-311
-1% -$21.4K 0.78% 37
2023
Q1 		$1.92M Sell
28,328
-1,295
-4% -$85.2K 0.85% 37
2022
Q4 		$1.88M Sell
29,623
-10,249
-26% -$626K 0.9% 37
2022
Q3 		$2.27M Sell
39,872
-1,208
-3% -$75.8K 1.18% 25
2022
Q2 		$2.6M Sell
41,080
-882
-2% -$59.3K 1.29% 22
2022
Q1 		$3.03M Buy
41,962
+180
+0.4% +$13.1K 1.28% 22
2021
Q4 		$3.21M Sell
41,782
-59
-0.1% -$4.5K 1.34% 21
2021
Q3 		$3.15M Sell
41,841
-368
-0.9% -$28.6K 1.46% 21
2021
Q2 		$3.23M Buy
42,209
+6,491
+18% +$489K 1.5% 20
2021
Q1 		$2.61M Buy
35,718
+1,134
+3% +$83.2K 1.34% 21
2020
Q4 		$2.54M Buy
34,584
+2,186
+7% +$154K 1.39% 20
2020
Q3 		$2.21M Sell
32,398
-1,510
-4% -$103K 1.4% 20
2020
Q2 		$2.24M Sell
33,908
-5,592
-14% -$363K 1.57% 19
2020
Q1 		$2.45M Sell
39,500
-5,546
-12% -$390K 2.14% 14
2019
Q4 		$3.38M Buy
45,046
+6,163
+16% +$459K 2.44% 13
2019
Q3 		$2.86M Buy
38,883
+451
+1% +$32.6K 2.39% 13
2019
Q2 		$2.8M Buy
38,432
+6,306
+20% +$453K 2.36% 14
2019
Q1 		$2.31M Buy
32,126
+1,655
+5% +$116K 2.25% 17
2018
Q4 		$2.03M Buy
30,471
+7,090
+30% +$487K 2.13% 16
2018
Q3 		$1.6M Buy
23,381
+6,171
+36% +$445K 1.49% 23
2018
Q2 		$1.22M Buy
17,210
+88
+0.5% +$6.47K 1.13% 31
2018
Q1 		$1.26M Buy
17,122
+316
+2% +$23.3K 1.25% 31
2017
Q4 		$1.23M Buy
+16,806
New +$1.21M 1.32% 27

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Nikulski Financial's EFAV Position: Q1 2025 in Review

Nikulski Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 11,213 shares — an estimated $793K sold.

Nikulski Financial first reported a position in EFAV in Q4 2017 and held it in 29 quarters. The position peaked at $3.38M in Q4 2019. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Nikulski Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Nikulski Financial sold 11,213 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $793K.
  • Nikulski Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 29 quarters.
  • Nikulski Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.38M in Q4 2019.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Nikulski Financial's 13F filing for Q1 2025, filed 1 May 2025.